RMS-Navigator v1.7.5

 

A little nudge for CurrentRMS

✅ Current Modules

 

These modules are active and ready to use:

• Shortages – Quickly view and copy any item shortages, including quarantine alerts.

• Suppliers – Displays linked POs with colour-coded statuses and right-click actions.

• Message Box – Pops up contextual job info when opening an opportunity.

• Optional Accessories – Highlights and reminds you when optional kit is available.

• Total Volume – 🚛 Calculates total cubic volume for opportunity items.

• Hide “below-cost” Rows – Optionally suppress orange-highlighted costing rows.

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🚧 Future Modules

 

Most of these are already active internally — just need adapting for public release:

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•  Crew Hotels

•  Check-In Hub

•  Popup reminders for outstanding Dry Hire returns

•  No Contact popup reminder

•  Show shortages on text items

•  LOLER Inspection

•  Ladder Inspection

•  Sync opportunities with Google Calendar

•  Automated Activities

•  Warehouse Dashboard

•  AI Kit Builder

•  AI Assistant (Kit)

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⚙️ Configuration

 

1. Click the extension icon (🧩 puzzle piece) in Chrome’s toolbar and open RMS Navigator.

2. In the popup window, enter:

   • Subdomain – e.g. yourcompany (used in yourcompany.current-rms.com)

   • API Key – your Current RMS API key

3. Click Save.

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🔐 Security Note:
Your API key is stored locally in Chrome using chrome.storage.sync.
It never leaves your browser, is not transmitted externally, and is only used to make requests directly to the Current RMS API from your own browser session.

🔐 Keep Your API Key Safe
Your API key gives access to your Current RMS account, so treat it like a password.
Don’t share it publicly or commit it to any version control (like GitHub).

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Modules Overview

 

Shortages Module

 

 

Location: Under Actions in the Opportunity sidebar, click the Shortages List button.

🔧 Important:

• Set your system’s Availability Period to Hour in CurrentRMS System Settings.

• To save shortage results back into Discussions, create an Opportunity custom field named SHORTAGES

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What it does

• Finds items on this Opportunity with stock shortages (per‐job basis).

• Ignores other jobs; shows gaps only for the current job.

• Filters out accessories and unwanted names.

• Calculates live availability vs. bookings (including quarantine).

• Writes a summary into the Opportunity’s Shortages custom field.

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How it works

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1. Click Shortages List.

2. Reads API key & subdomain from Chrome storage.

3. GETs /opportunities/:id/opportunity_items?q[has_shortage_eq]=true.

4. Filters by accessory_mode and name patterns.

5. POSTs each item to /availability/product for availability + quarantine.

6. Builds de-duplicated list:

7. Displays results in a popup modal** (with Copy-to-Clipboard).

8. PUTs that list into /opportunities/:id custom field.

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Trigger & UI

• Click Shortages List under Actions.

• A popup modal appears showing shortages.

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Benefits

• Instant, in-page view of stock gaps.

• Combines availability, bookings, and quarantine in one popup.

• Zero context-switch: runs in-browser and updates CurrentRMS.

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Suppliers Module

 

 

Location: On the right-hand side of an Opportunity page, under the Suppliers heading.

What it does

• Lists suppliers associated with the Opportunity when sub-rent allocations are present.- Omits internal/irrelevant names.

• Shows PO status (PO # or No PO).

• Colour codes:
  Red = No PO
  Orange = PO created
  Green = PO sent

• Right-click any PO to Mark as sent.

• Automatically prompts to mark a PO as sent when it’s created via a discussion thread.

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How it works

1. Open Suppliers tab in RMS-Navigator.

2. Loads API key & subdomain.

3. Fetches costings view (?view=c), parses HTML table.

4. Extracts supplier name, PO link, badge classes.

5. Inserts Suppliers panel under Scheduling if missing.

6. Renders colour-coded links: click to open PO or filter by supplier.

7. Adds right-click menu on PO links to auto-trigger Rails mark_as_sent via hidden iframe.

8. Auto-selects rows on costings pages when view=c&supplier=Name.

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Trigger & UI

• Open RMS-Navigator → Suppliers.

• Inline list appears with coloured PO links.

• Right-click a link to Mark as sent.

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Benefits

• Compare lead-times and PO status without leaving the page.

• Colour cues highlight POs needing action.

• One-click Mark as sent.

• Speeds up ordering and PO management.

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Message Box Module

 

 

Location: Automatically pops up center-stage when an Opportunity description is present.

What it does

• Detects and extracts text from the Opportunity description.

• Plays a subtle click sound.

• Displays the text in a centered modal popup.

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How it works

1. On page load, checks for a new Opportunity description.

2. Grabs text from .expand-box-container p.

3. After 500 ms, plays a 300 Hz click and shows a modal with the text.

4. Stores the Opportunity ID in sessionStorage to avoid repeats.

5. You can also re-open or update the Message Box at any time via the Message Box entry under Actions in the sidebar.

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Benefits

• Ensures you never miss the Opportunity description or updates.

• Audible + visual alert.

• Notes also available in Message Box tab for manual sending.

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Optional Accessories Module

 

Location: Works directly within the item picker on an Opportunity page.

🔧 Important: Include the text “Optional Accessories” in the product description to enable.

What it does

• Detects items with optional accessories.

• Highlights rows in yellow.

• Automatically opens the accessories picker when you enter a quantity.

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How it works

1. Observes #quickpick_table tbody for quantity inputs.

2. Debounced input listener triggers on first non-zero value.

3. Plays a click sound and shows a toast: “This item has optional accessories.”

4. Clicks the hidden “Show Accessories” link.

5. Disables the Add button for 2 s to prevent duplicates.

6. Highlights accessory rows with a yellow background.

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Trigger & UI

• Enter a quantity for an item with accessories.

• A toast appears for 3 s; accessories panel opens.

• Accessory rows are highlighted.

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Benefits

• Never miss upsell opportunities.

• Streamlines adding accessories.

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Total Volume Module​

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Location: In the Opportunity sidebar under Details, next to Total Weight.

What it does

• Calculates the total equipment volume (m³) for all line items on the Opportunity.

• Displays a Total Volume value in the sidebar.

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🔧 Important:

• Create a Product custom field named Equipment Volume m2.

• On first run, the module caches all product volumes, which may take 1–2 minutes.

• After caching, subsequent loads are fast.

• If you add new stock or update volumes, click Reset item volume cache in RMS-Navigator to rebuild the cache.

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How it works

1. Reads the Opportunity ID from the URL.

2. Ensures a Total Volume row exists in the details list.

3. Loads or fetches equipment_volume_m2 for each product via the API, caching results in localStorage.

4. Fetches all opportunity_items (including nested item data).

5. Computes each line’s volume = quantity × equipment_volume_m2.

6. Sums line volumes and updates the Total Volume field (in m³).

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Trigger & UI

• Runs automatically when loading an Opportunity page.

• Sidebar shows Total Volume: X.XX m³.

• Use Reset item volume cache to refresh cached data.

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Benefits

• Immediate visibility of cubic volume for logistics and planning.

• Caches volume data for faster subsequent loads.

• Zero configuration beyond creating the custom field.

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Hide “below-cost” Rows

 

What it does

• Removes the yellow highlight and hides items priced below cost.

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Why it’s useful

• Keeps your screen clean and prevents under-charging.

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Troubleshooting

 

• Extension not visible? Pin it in chrome://extensions.

• API error? Re-enter credentials in Settings.

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Uninstall

 

1. Go to chrome://extensions.

2. Find RMS-Navigator.

3. Click Remove.